About the Author

Kyle Walters, CFP ®, CPWA ®, CIMA ®

Kyle is the founder of Atlas Wealth Advisors and L&H CPAs and Advisors, which specialize in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives.

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More from Kyle

Atlas Clients TV & Lou Ann began retirement when an unexpected event changed their plans. This is a...
Understanding your cash flow: Knowing where your money needs to go and where is it coming from is...
What to Do First When Grief is Fresh: Finding the motivation to take control of your affairs...
With the Dow set to hit 20,000, a lot of people are paying attention to what all time...
Position yourself with a blanket of coverage for capturing market returns with a coherent, cost-effective strategy for managing...
10 Tax Moves to Make Before the End of the Year...